Advisor at Imber Wealth Advisors
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Firm
Imber Wealth Advisors
Location
Ann Arbor, MI 48103
Credentials
Series 65
Industry experience
10 years
Jonathan Imber is a financial advisor with Imber Wealth Advisors and holds a Series 65 designation. He has 10 years of industry experience, including roles at Imber Financial Group, LLC and Capital Asset Advisory Services, LLC. Imber conducts insurance and advisory services under a dba that includes insurance sales and registered investment advisory services. Imber Wealth Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm uses fundamental analysis and modern portfolio theory to guide investment decisions and manages accounts primarily on a discretionary basis through third-party platforms.
Based on Imber Wealth Advisors
Financial planning fees negotiated between $500 and $15,000
$0+: 0.5% annually (minimum) +: up to 1.5% annually (maximum)
955 W Eisenhower Cir, Ste A
Ann Arbor, MI 48103
Michigan · Texas
Imber Financial Group, LLC
2017 - Present (9 years)
Capital Asset Advisory Services, LLC
2015 - 2017 (2 years)
Imber Wealth Advisors
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Ann Arbor, MI
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CFP®, Series 66
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CFP®, CFA®
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Oliver Financial Planning LLC
CFP®, CFA®, Series 63, Series 65
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Vedanta Sentinel Investment Advisors
Series 66
Ann Arbor, MI
Fineberg Wealth Management, LLC
Series 63, Series 65
Dexter, MI
XLM Capital Management
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